This new webinar presented by Kenneth J. Crotty, Esq., Christopher Denicolo, Esq., and Brandon Ketron, Esq. will provide a timely discussion on the potential risks, tricks and traps for the unwary that can be present if planners do not “run the numbers.”  The presenters will address issues regarding the applicable interest rates, mortality assumptions and other issues that must be taken into account when employing commonly used techniques, such as Installment Sales to Intentionally Defective Grantor Trusts (IDGTs), Self-Cancelling Installment Notes (SCINs), Private Annuities, Grantor Retained Annuity Trusts (GRATs), Charitable Remainder Trusts (CRATs and CRUTs), Charitable Lead Trusts (CLATs), and many more strategies.  Practitioners should not miss this program.
During this live webinar, Kenneth J. Crotty, Esq., Christopher Denicolo, Esq., and Brandon Ketron, Esq. will cover:

• The Power of Compounding
  
  
• Navigating the complex IRA and qualified retirement plan required minimum distribution rules
  
  
• The financial impact of grantor trust status
  
  
• Understanding the effect of annual gifting, Crummey powers, and valuation discounts
  
  
• Running the numbers on SCINs, Private Annuities and possible alternative wealth transfer techniques
  
  
• Working with the Probability of Exhaustion test in the context of Private Annuities
  
  
• Running the numbers on Grantor Retained Annuity Trusts, Installment Sales to IDGTs, SCGRATs, QPRTs, and Private Annuities
  
  
• How to “Zero-Out” a CLAT, and defer income tax using a Charitable Annuity
  
  
• A comparison of the various types of CRATs and CRUTs
  
  
• How to explain complex estate planning techniques to clients through explanation letters and Excel Charts/Spreadsheets, which will be made available to participants.
  
  
• And MUCH MORE!
  


There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.